5 advisors with offices in Rock Hill. Credentials, fee structures, and minimums are disclosed on each listing.
Rock Hill, South Carolina
Independent RIA
CORE Advisory Group is an independent ria firm in Rock Hill, South Carolina. It acts as a fiduciary. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsRock Hill, South Carolina
Catherine Sherer, Financial Advisor at 1852 Financial Group LLC in Rock Hill, South Carolina, provides financial planning with an emphasis on retirement planning and investment management. The firm employs a five-step planning process that begins with understanding a client's circumstances and goals, followed by analysis, recommendation, implementation with other professionals, and ongoing monitoring. The firm serves young adults, families, established professionals, pre-retirees, post-retirees, and business owners, approaching engagements through risk assessment and growth strategy within a client's overall financial landscape.
View detailsRock Hill, South Carolina
Insurance-Based
Jordon Accetta, Financial Advisor - 1852 Financial Group LLC is an insurance-based firm in Rock Hill, South Carolina. Services include Financial Planning and Insurance Analysis. The firm specializes in Retirement Planning and Investment Management. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsRock Hill, South Carolina
Peak Investment Advisors is an investment advisory firm in Rock Hill, South Carolina. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsRock Hill, South Carolina
Wealth Enhancement Group is an investment advisory firm in Rock Hill, South Carolina. Services include Financial Planning and Investment Management. Advisory services are available in English and Spanish. The office has a wheelchair-accessible entrance. The office is open five days a week.
View detailsAdvisors serving Rock Hill specialize in a range of services — retirement planning, tax strategy, estate planning, and investment management among them. Local practice context (South Carolina's tax climate, industry concentration, and cost of living) shapes which specialties are most common; each listing discloses its focus.
Before hiring any advisor, verify their registration on FINRA BrokerCheck or the SEC IAPD, confirm fiduciary status in writing, and review the Form ADV Part 2A (the plain-English fee brochure). We link to both regulators from every advisor detail page.